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Embree Financial Group’s Apple AAPL Stock Holding History

Embree Financial Group’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-400
Closed -$109K – 266
2025
Q4 		$109K Buy
400
+300
+300% +$80.5K 0.01% 235
2025
Q3 		$25.5K Buy
+100
New +$22.6K ﹤0.01% 230

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Embree Financial Group's AAPL Position: Q2 2026 in Review

Embree Financial Group reduced its Apple (AAPL) stake by 1.8% in Q2 2026, selling an estimated $740K and leaving 140,896 shares worth $40.8M. The position accounts for 4.08% of the portfolio, ranked #5.

Embree Financial Group first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 2,778 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Embree Financial Group held 140,896 shares of Apple worth $40.8M as of Q2 2026.
  • Embree Financial Group sold 2,588 Apple shares in Q2 2026, an estimated $740K.
  • Apple made up 4.08% of Embree Financial Group's portfolio in Q2 2026, its #5 holding.
  • Embree Financial Group first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 2,778 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.